Schwab Monthly Income Fund - Moderate Payout (SWJRX) Alternatives
Schwab Monthly Income Fund - Moderate Payout (SWJRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWJRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SWJRX
SWJRX charges 0.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SWJRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SWJRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SWJRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SWJRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SWJRX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SWJRX vs MAANX |
Best Risk-Adjusted Alternatives to SWJRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SWJRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SWJRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SWJRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SWJRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SWJRX vs PMAIX |
Top Performing SWJRX Alternatives (YTD)
SWJRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SWJRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SWJRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SWJRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SWJRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SWJRX vs CONWX |
Lowest Volatility Alternatives to SWJRX
SWJRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SWJRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SWJRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SWJRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SWJRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SWJRX vs SICIX |
Lowest Drawdown Alternatives to SWJRX
SWJRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SWJRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SWJRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SWJRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SWJRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SWJRX vs SICIX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWJRX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWJRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWJRX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWJRX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWJRX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWJRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWJRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWJRX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWJRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWJRX vs SFLNX |
Often Compared With SWJRX
What investors most often compare with SWJRX, based on PortfoliosLab usage data.
Compare SWJRX with Any Fund or Stock
Compare SWJRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.